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Capital Group Global Growth Equity ETF
CGGO

237 hedge funds and large institutions have $2.77B invested in Capital Group Global Growth Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 28

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $2.3B → $2.77B (+$471M)

10% more funds holding

Funds holding: 216 → 237 (+21)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

1.79% more ownership

Funds ownership: 72.16% → 73.94% (+1.8%)

Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
3.42%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
37
Increased
150
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$96.2M
2
Jane Street
Jane Street
New York
+$47.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.4M
4
CGPCS
Capital Group Private Client Services
California
+$25M
5
RJA
Raymond James & Associates
Florida
+$23M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$12M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.61M
3
WAM
WNY Asset Management
New York
-$5.75M
4
OMC
Old Mission Capital
Illinois
-$5.16M
5
CBFP
Cedar Brook Financial Partners
Ohio
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
176
Nations Financial Group
Iowa
$350K +$344K +11,895 New
LA
177
Latitude Advisors
Florida
$342K +$336K +11,634 New
AWC
178
Adamsbrown Wealth Consultants
Kansas
$339K +$115K +3,980 +53%
GF
179
Gimbal Financial
Indiana
$337K – – –
FF
180
Francis Financial
$309K +$48.2K +1,666 +19%
OWA
181
Octavia Wealth Advisors
Ohio
$306K +$21.4K +741 +8%
SFC
182
SYM Financial Corp
Indiana
$296K – – –
IFG
183
Independent Financial Group
California
$292K +$23.2K +803 +9%
SFWC
184
Strategic Family Wealth Counselors
New Jersey
$290K +$285K +9,850 New
WCWM
185
Willow Creek Wealth Management
California
$290K – – –
Bessemer Group
186
Bessemer Group
New Jersey
$287K – – –
LF
187
Lantz Financial
Illinois
$264K – – –
MFS
188
McNamara Financial Services
Massachusetts
$261K +$257K +8,873 New
MC
189
Moors & Cabot
Massachusetts
$259K +$52.1K +1,802 +26%
HGERS
190
Householder Group Estate & Retirement Specialist
Arizona
$256K +$159K +5,486 +171%
JP Morgan Chase
191
JP Morgan Chase
New York
$253K +$2.92K +101 +1%
EA
192
Everpar Advisors
Oklahoma
$250K +$26K +900 +12%
MCA
193
MSH Capital Advisors
Arizona
$240K +$236K +8,144 New
MFA
194
Mayflower Financial Advisors
Massachusetts
$231K +$6.22K +215 +3%
BWP
195
Balboa Wealth Partners
Arizona
$228K +$224K +7,743 New
HFA
196
High Falls Advisors
New York
$224K +$221K +7,625 New
FSA
197
Financial Security Advisor
Virginia
$215K +$8.15K +282 +4%
WS
198
Wedbush Securities
California
$215K -$13.8K -478 -6%
RA
199
RFG Advisory
Alabama
$208K +$204K +7,055 New
CCA
200
Cravens & Co Advisors
Tennessee
$205K -$5.81K -201 -3%
6 7
8
9 10

CGGO Hedge Fund Activity: Q2 2024 in Review

237 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q2 2024, worth a combined $2.77B — up 20% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGGO positions and 13 closed out — a net gain of 24 holders — while 150 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $96.2M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $12M sold.

  • 237 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q2 2024, up from 216 in Q1 2024.
  • Funds reported $2.77B of Capital Group Global Growth Equity ETF stock for Q2 2024, up 20% quarter-over-quarter.
  • 37 funds opened new Capital Group Global Growth Equity ETF positions in Q2 2024 and 13 closed out, a net change of +24 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q2 2024 was Morgan Stanley, an estimated $96.2M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q2 2024 was Lincoln National Corp, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.